EoS
Portfolio Intelligence
0%

EoS

Real-time portfolio intelligence. Macro indicators, SEC-linked financials, and AI-driven benchmarking — engineered for credit analysts.

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Under the Hood
The Problem
Toolbox
Features
Modules
Benchmarks
Peer Leaderboard
Security & Trust
Correlation Crossoverlay
20 narrative-ordered macro pairs reveal hidden relationships
Pattern Highlights
7 detectors flag inversions, spread widening, regime shifts
Outlier Detection
ML flags suspicious financials during spread review
SIC Cascade Matching
7 levels of peer matching with automatic fallback
View As Impersonation
Owners switch roles for training and audit trails
Multi-Tenant Security
Org-scoped data with RBAC and Supabase RLS
The Problem
Macro trends, company spreads, and peer benchmarks live in separate silos — forcing credit teams to manually stitch together every analysis.
EoS connects macroeconomic intelligence, automated financial spreading, and multi-dimensional peer comparison into one decision-ready platform.
1
Monitor
Track 27 macro indicators with AI-narrated correlation overlays across 20 paired series.
2
Spread
Automated financial spreading with outlier detection, manual adjustments, and public + private data support.
3
Benchmark
Score against industry peers, portfolio companies, and the full public landscape via 7-level SIC cascade.
4
Decide
AI-generated credit narratives with composite scoring, trend analysis, and leaderboard rankings.
Enterprise Ready
Security & Trust
RLS
Multi-Tenant Isolation
Org-scoped data boundary enforced at the database via Supabase Row-Level Security.
ROLE
RBAC Permissions
Owner, Director, Analyst, and Viewer tiers — every write endpoint is role-guarded.
VIEW
View As Impersonation
Owners temporarily switch roles for training and support, fully audit-logged.
SOC2
SOC 2 Ready
Encryption in transit and at rest. Audit trails on every sensitive action.
01
Macroeconomics
27 FRED series with correlation crossoverlay and AI-powered weekly market briefings from Sandy Leeds data.
02
Financial Spreading
Automated spreading with outlier detection, manual adjustment support, and unified public + private company data.
03
Industry Benchmarking
10-metric heat map scoring with YoY trend blending for strategy prioritization and target identification.
04
Peer Comparison
Three dimensions: peer-to-public via EDGAR, peer-to-portfolio within your org, and peer-to-full-landscape across all SIC codes.

Built for Credit Teams

For banks, specialty lenders, and alternative credit investors who need SEC-connected intelligence without the infrastructure overhead. One platform, from macro signal to peer-level score.

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Multi-tenant · RBAC · Org Isolation · SOC 2 Ready
27
Macro Indicators
FRED series with AI-narrated correlations across 20 paired series.
10K+
Companies Tracked
SEC EDGAR public filings + private company spread analysis.
Benchmark Analysis
Meridian Industrial Co.
Specialty Chemicals · SIC 2860 · Private · 8 peer companies
Gross Margin
38.2%
EBITDA Margin
19.4%
Current Ratio
1.48×
Debt / EBITDA
2.9×
Interest Coverage
6.2×
Revenue Growth (YoY)
+11.4%
Composite Score 72 / 100 · Top Quartile
Portfolio Intelligence
Portfolio Health
24 companies · Latest annual spreads · Weighted composite scoring
12
Strong
8
Adequate
3
Watch
1
Critical
Biggest Movers
↑Meridian Industrial72+8
↑Apex Manufacturing65+6
↑Summit Logistics58+5
↓Pacific Resources41−7
↓Coastal Materials55−5
↓Heritage Corp48−4
Metric Avg Scores
D/EBITDA
42
FCCR
48
DSCR
52
BSL
58
Int Cov
63
Curr Ratio
67
EBITDA %
71
Gross %
74
Peer Leaderboard
Industry Rankings
SIC 5812 · Eating Places · 47 companies
1
Anchor Restaurant Group
94
2
Fairmont Dining Co
89
3
MetroKitchen Holdings
85
4
Sunbelt Foods Inc
81
5
PacifiCoast Eateries
78
6
Acme Restaurants Inc
72
7
Harborline Food Services
69
8
Northfield Hospitality
64
Your Position 6 of 47 · Top 13%
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